Job Summary:
Join our client's dynamic team as an Appointment Coordinator to help them create a positive and welcoming experience for callers looking to meet with a trusted advisor.
The team consists of sales agents, customer service advocates and clinicians who are ready to educate and assist their members and the community.
They are no longer just about health insurance - they are about looking out for your well-being and providing a new, more personal approach to healthcare.
Their innovative centers are a place where consumers come to get answers to their healthcare questions and embark on their wellness journey.
Success in this role requires the ability to adapt to changing business needs and communicate well with consumers and team in a fast-paced environment during peak operating months.
Job Responsibilities: Engage with callers and ask questions to understand the reason for their call.
Determine the needs of the caller and what team (sales, service, care) they need to speak with to meet needs.
Use technology such as a computer, laptop and/or iPad to document and track calls and outcomes tools.
Use a variety of computer programs such as Microsoft Lync/Word/Excel/Outlook and WebTop (internet-based) tools.
Use communication skills to explain time frames or next steps to callers.
Answer incoming telephone calls, type email messages for agents, check voicemail 3x per day or more depending on volume and distribute messages accordingly
Schedule appointments, call to confirm appointments a day prior and ensure all known center visitor appointments are organized with proper agent staffing alongside manager.
Job Requirements : Minimum of 2 years experience in a similar appointment coordination role
Minimum of 1 year experience in a fast-paced customer service environment
Minimum of 1 year experience managing schedules and calendars.
Documentation of number of calls, reasons for calling, personal information and outcomes, to name a few, are key performance indicators which require proficient computer skills and attention to detail.
Build brand rapport and relationships. Develop and maintain collaborative working relationships with team and consumers through mutual respect, trust, understanding and tact, with a focus on healthy conflict resolution
Excellent written and verbal communication skills
Strong organization and attention to detail abilities
Proficient with computers and maintains strong data entry skills
Proficient in the use of MS Office (Word/Excel/Outlook and Instant Messenger)
Experience using Webtop tools a plus
Experience working with the public including seniors/older adults a plus
Bilingual (English/Spanish) a PLUS!!!
Required Education /Certifications: High school diploma or GED required
OpTech is an equal opportunity employer and it committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, status as a parent, disability, age, veteran status, or other characteristics
